Dax Patterns

A pattern is a general, reusable solution to a frequent or common challenge. This book is the second edition of the most comprehensive collection of ready-to-use solutions in DAX, that you can use in Microsoft Power BI, Analysis Services Tabular, and Power Pivot for Excel. The book includes the following patterns: Time-related calculations, Standard time-related calculations, Month-related calculations, Week-related calculations, Custom time-related calculations, Comparing different time periods, Semi-additive calculations, Cumulative total, Parameter table, Static segmentation, Dynamic segmentation, ABC classification, New and returning customers, Related distinct count, Events in progress, Ranking, Hierarchies, Parent-child hierarchies, Like-for-like comparison, Transition matrix, Survey, Basket analysis, Currency conversion, Budget.

"The Data Analysis Expression (DAX) language is a functional language used by PowerPivot and Analysis Services Tabular to define calculations within the data model and to query the data model itself. DAX has its roots in Microsoft Excel expressions and inherits a similar syntax and a functional approach, but ut also extends its scope in order to handle calculations on data stored in multiple tables."--Chapter 1.

Solve real-world business problems by learning how to create common industry key performance indicators and other calculations using DAX within Microsoft products such as Power BI, SQL Server, and Excel. Key FeaturesLearn to write sophisticated DAX queries to solve business intelligence and data analytics challengesHandle performance issues and optimization within the data model, DAX calculations and moreSolve business issues with Microsoft Excel, Power BI, and SQL Server using DAX queriesBook Description DAX provides an extra edge by extracting key information from the data that is already present in your model. Filled with examples of practical, real-world calculations geared toward business metrics and key performance indicators, this cookbook features solutions that you can apply for your own business analysis needs. You'll learn to write various DAX expressions and functions to understand how DAX queries work. The book also covers sections on dates, time, and duration to help you deal with working days, time zones, and shifts. You'll then discover how to manipulate text and numbers to create dynamic titles and ranks, and deal with measure totals. Later, you'll explore common business metrics for finance, customers, employees, and projects. The book will also show you how to implement common industry metrics such as days of supply, mean time between failure, order cycle time and overall equipment effectiveness. In the concluding chapters, you'll learn to apply statistical formulas for covariance, kurtosis, and skewness. Finally, you'll explore advanced DAX patterns for interpolation, inverse aggregators, inverse slicers, and even forecasting with a deseasonalized correlation coefficient. By the end of this book, you'll have the skills you need to use DAX's functionality and flexibility in business intelligence and data analytics. What you will learnUnderstand how to create common calculations for dates, time, and durationCreate key performance indicators (KPIs) and other business calculationsDevelop general DAX calculations that deal with text and numbersDiscover new ideas and time-saving techniques for better calculations and modelsPerform advanced DAX calculations for solving statistical measures and other mathematical formulasHandle errors in DAX and learn how to debug DAX calculationsUnderstand how to optimize your data modelsWho this book is for Business users, BI developers, data analysts, and SQL users who are looking for solutions to the challenges faced while solving analytical operations using DAX techniques and patterns will find this book useful. Basic knowledge of the DAX language and Microsoft services is mandatory.

This comprehensive and authoritative guide will teach you the DAX language for business intelligence, data modeling, and analytics. Leading Microsoft BI consultants Marco Russo and Alberto Ferrari help you master everything from table functions through advanced code and model optimization. You’ll learn exactly what happens under the hood when you run a DAX expression, how DAX behaves differently from other languages, and how to use this knowledge to write fast, robust code. If you want to leverage all of DAX’s remarkable power and flexibility, this no-compromise “deep dive” is exactly what you need. Perform powerful data analysis with DAX for Microsoft SQL Server Analysis Services, Excel, and Power BI Master core DAX concepts, including calculated columns, measures, and error handling Understand evaluation contexts and the CALCULATE and CALCULATETABLE functions Perform time-based calculations: YTD, MTD, previous year, working days, and more Work with expanded tables, complex functions, and elaborate DAX expressions Perform calculations over hierarchies, including parent/child hierarchies Use DAX to express diverse and unusual relationships Measure DAX query performance with SQL Server Profiler and DAX Studio

Rob Collie (PowerPivotPro) and Bill Jelen (MrExcel) join forces in this combined sequel to their best-selling Power Pivot books. Alchemy sets aside the fundamentals of past books and provides a series of practical, easy-to-follow "patterns" for dozens of common analysis, reporting, and dashboarding needs. Three "bonus" chapters introduce you to the newer members of the "Power BI" family – Power Query, Power View, and Power Map. Whether you are starting your transformation from "old school" Excel User to Modern Data Professional or a veteran of the Power BI arts, this book will dramatically expand your data superpowers.

Attention all SQL Pros, DAX is not just for writing Excel-based formulas! Get hands-on learning and expert advice on how to use the vast capabilities of the DAX language to solve common data modeling challenges. Beginning DAX with Power BI teaches key concepts such as mapping techniques from SQL to DAX, filtering, grouping, joining, pivoting, and using temporary tables, all aimed at the SQL professional. Join author Philip Seamark as he guides you on a journey through typical business data transformation scenarios and challenges, and teaches you, step-by-step, how to resolve challenges using DAX. Tips, tricks, and shortcuts are included and explained, along with examples of the SQL equivalent, in order to accelerate learning. Examples in the book range from beginner to advanced, with plenty of detailed explanation when walking through each scenario. What You’ll Learn Turbocharge your Power BI model by adding advanced DAX programming techniques Know when to use calculated measures versus calculated columns Generate new tables on the fly from existing data Optimize, monitor, and tune Power BI to improve performance of your models Discover new ideas, tricks, and time-saving techniques for better models Who This Book Is For Business intelligence developers, business analysts, or any SQL user who wants to use Power BI as a reporting tool. A solid understanding of SQL is recommended, as examples throughout the book include the DAX equivalents to SQL problem/solution scenarios.

Using Power Query, you can import, reshape, and cleanse any data from a simple interface, so you can mine that data for all of its hidden insights. Power Query is embedded in Excel, Power BI, and other Microsoft products, and leading Power Query expert Gil Raviv will help you make the most of it. Discover how to eliminate time-consuming manual data preparation, solve common problems, avoid pitfalls, and more. Then, walk through several complete analytics challenges, and integrate all your skills in a realistic chapter-length final project. By the time you’re finished, you’ll be ready to wrangle any data–and transform it into actionable knowledge. Prepare and analyze your data the easy way, with Power Query · Quickly prepare data for analysis with Power Query in Excel (also known as Get & Transform) and in Power BI · Solve common data preparation problems with a few mouse clicks and simple formula edits · Combine data from multiple sources, multiple queries, and mismatched tables · Master basic and advanced techniques for unpivoting tables · Customize transformations and build flexible data mashups with the M formula language · Address collaboration challenges with Power Query · Gain crucial insights into text feeds · Streamline complex social network analytics so you can do it yourself For all information workers, analysts, and any Excel user who wants to solve their own business intelligence problems.

Implement business intelligence (BI), data modeling, and data analytics within Microsoft products such as Power BI, SQL Server, and Excel Key FeaturesUnderstand the ins and outs of DAX expressions and querying functions with the help of easy-to-follow examplesManipulate data of varying complexity and optimize BI workflows to extract key insightsCreate, monitor, and improve the performance of models by writing clean and robust DAX queriesBook Description Data Analysis Expressions (DAX) is known for its ability to increase efficiency by extracting new information from data that is already present in your model. With this book, you’ll learn to use DAX’s functionality and flexibility in the BI and data analytics domains. You’ll start by learning the basics of DAX, along with understanding the importance of good data models, and how to write efficient DAX formulas by using variables and formatting styles. You’ll then explore how DAX queries work with the help of examples. The book will guide you through optimizing the BI workflow by writing powerful DAX queries. Next, you’ll learn to manipulate and load data of varying complexity within Microsoft products such as Power BI, SQL Server, and Excel Power Pivot. You’ll then discover how to build and extend your data models to gain additional insights, before covering progressive DAX syntax and functions to understand complex relationships in DAX. Later, you’ll focus on important DAX functions, specifically those related to tables, date and time, filtering, and statistics. Finally, you’ll delve into advanced topics such as how the formula and storage engines work to optimize queries. By the end of this book, you’ll have gained hands-on experience in employing DAX to enhance your data models by extracting new information and gaining deeper insights. What you will learnUnderstand DAX, from the basics through to advanced topics, and learn to build effective data modelsWrite and use DAX functions and expressions with the help of hands-on examplesDiscover how to handle errors in your DAX code, and avoid unwanted resultsLoad data into a data model using Power BI, Excel Power Pivot, and SSAS TabularCover DAX functions such as date, time, and time intelligence using code examplesGain insights into data by using DAX to create new informationUnderstand the DAX VertiPaq engine and how it can help you optimize data modelsWho this book is for This book is for data analysts, business analysts, BI developers, or SQL users who want to make the best use of DAX in the BI and data analytics domain with the help of examples. Some understanding of BI concepts is mandatory to fully understand the concepts covered in the book.